Setup Fee: $3,000 (including Free first-year annual support)
Our fee structure is 100% flat. Our initial fee covers everything to form the Corporation as well as to establish the 401k/PSP, including transferring funds from IRAs and former employer plans PLUS the first 12 months of ongoing compliance support. Starting 12 months later, we charge an annual fee of $899.
Learn How we can charge over $3500 less for our ROBS Retirement Plan
Recent ROBS 401K Webinars:
- Use 401k/IRA to Buy a Business
- Top Franchise Funding Considerations
- “How to” Exit a ROBS 401K Business Financing Plan
- Top ROBS C-corporation FAQs w/ Tax Expert Familiar with ROBS 401K Structure
- Rollover as Business Startup (ROBS 401k) PROS and CONS
- ROBS Retirement Plans – Top Issues to discuss with your CPA and Attorney
Click HERE to learn how we can charge over $3500 less in the first-year alone for our ROBS Retirement Plan
- Full-Service ROBS 401K
- 100s of 5-star Reviews
- ZERO negative reviews
$3,000 Establishment Fee for ENTIRE Setup of Business Financing 401k Plan (ROBS) & Includes the Following:
C-Corporation Formation: Formation of Corporation and also covers state registration fees & Bylaws
Business Financing 401k/PSP: A 401k/PSP that allows for the funding your own business with retirement funds, and comes with IRS Determination Letter
EIN for 401k/PSP: Obtainment of Employer Identification Number (EIN) for the 401k/PSP
EIN for Corporation: Obtainment Employer Identification Number (EIN) for the Corporation
Corporation Bank Account: Bank Account setup at bank of your Choosing
Brokerage Account for 401k/PSP: Free brokerage account at Fidelity Investments for the 401k/PSP
Transfer Forms: Preparation of Transfer Forms for transferring your former employer retirement plan and IRAs to the 401k/PS.
Audit Guarantee: Audit Grantee
Annual Fee *Starting 12 Months Later* $899
$899 PER YEAR STARTING 2ND YEAR ON ANNIVERSARY DATE for first 10 participants; $75 per additional participant, INCLUDES THE FOLLOWING:
$899 Annual Fee Covers the Following Ongoing Support:
- Form 5500 preparation
- Addition of participants as they become eligible to participate in the plan
- Form 1099-R Reporting
- Annual Routine Corporation Valuation for Form 5500 Preparation
- Mandatory Amendments including the year 2020 IRS Required Plan Update
- Review of Annual Participant Statements
- Monitor Contributions and Vesting
- Computation of Plan contributions
- Annual Nondiscrimination Testing
- Annual Top Heavy, Additions & Coverage
Better Business Bureau Client Review
For a full list of over 100 client reviews, CLICK HERE.
